See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $526,498 | $176,056+199.1% | $159,436+230.2% | $167,490+214.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.47% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,778 | $5,297-28.7% | $4,829-21.8% | $4,837-21.9% |
| Participant deferral / active EE | $9,017 | $7,750+16.3% | $7,352+22.6% | $6,341+42.2% |
| Admin fee / account holder | $35,429 | $12,554+182.2% | $10,799+228.1% | $12,309+187.8% |